Iron Workers Local 498 Defined Benefit Plan
Sponsored by Trustees Of The Iron Workers Local 498 Defined Benefit Plan · EIN 363119818 · Plan #003
- Total assets
- $34.3M
- Net assets
- $33.9M
- Active participants
- 181
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Management Group, Inc | Contract administrator | $78,000 |
| Ted Windsor & Associates | Actuarial | $28,426 |
| Calibre Cpa Group, Pllc | Accounting | $25,588 |
| American Realty Advisors | Investment management | $25,378 |
| Comerica Bank | Custodial (securities) | $25,212 |
| Segal Marco Advisors | Investment advisory (plan) | $25,000 |
| Marco, Mcguire & Arreola | Legal | $21,019 |
| Legacy Professionals | Recordkeeping | $9,474 |
| Northern Trust Company | Custodial (securities), Investment management | $3,005 |